JD’s Big Play for Low Cost China (Tech Strategy – Podcast 177)

In this episode of the Tech Strategy Podcast, Jeff Towson discusses JD.com’s big play for the low-cost market of China. He provides insights into the implications of this move and how it fits into JD’s overall strategy. Towson’s analysis sheds light on the competitive landscape of the Chinese e-commerce market and the challenges and opportunities facing JD.com.

Will GoTo “Win it All” in Indonesia? (Tech Strategy – Podcast 123)

GoTo is a digital platform that combines the services of two of Indonesia’s largest tech companies: Gojek and Tokopedia. The company has a strong presence in the country’s e-commerce and ride-hailing markets, and it is growing rapidly. However, GoTo faces stiff competition from other tech giants like Alibaba and Tencent.

Stone Is Building a Digital-Physical Hybrid for Payments in Brazil (3 of 3) (Asia Tech Strategy – Daily Lesson / Update)

In Part 2, I laid out the story of Stone Company, a Brazilian digital native that is building out payment, financial and enterprise services for SMEs. My basic take was: I like the company’s basic value proposition (payment plus working capital services) for smaller merchants, especially compared to what they get from local banks. I […]

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Berkshire-Invested Stone Co Has Now Dropped +80% in 2021 (Tech Strategy – Podcast 109)

Stone Co is a Brazilian payment platform that provides merchants with a range of services, including point-of-sale terminals, credit card processing, and working capital loans. The company has been growing rapidly, but its share price has fallen sharply in recent months. In this podcast, Jeffrey Towson discusses the company’s business model, its competitive landscape, and its prospects for the future.

Is Shein’s “Ultra-Fast Fashion” Model Hype? I Think It’s Mostly a Low-Priced Apparel Story. (Tech Strategy – Daily Article)

Shein, a cross-border online DTC retailer, is transforming the fashion industry with its agile digital marketing and real-time fashion strategies. Founded by Chris Xu in 2008, Shein has grown to become a dominant player in the US fashion market, with its business model drawing significant attention. This article provides a comprehensive look into how Shein has upgraded fast fashion and its impact on the fashion industry.

China’s New OMO Platforms: Alibaba, Sun Art and Beike (Tech Strategy – Podcast 79)

In this podcast, Jeffrey Towson discusses the rise of OMO (online-merge-offline) platforms in China, such as Alibaba’s Sun Art and Beike / Lianjia. He argues that these platforms are disrupting the traditional retail and real estate industries. He explains that OMO platforms offer a number of advantages over traditional businesses, such as convenience, personalization, and data-driven insights.

JD and Competitive Advantages vs. Entry Barriers in China Retail (Daily Lesson – Jeff’s Asia Tech Class)

A final short discussion about this week’s lecture / podcast on JD vs. Alibaba. And how they compete on different factors. The talk is located here: JD vs. Alibaba: How Retailers and Marketplace Platforms Compete and Evolve in China (Jeff’s Asia Tech Class – Podcast 18) I expanded on this in yesterday’s Daily Lesson, where […]

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